Edit a document name pattern - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)
  1. On the Document Name Parts tab, select a file part.

  2. Click Add Part to add a constant or document naming system item related to a file part in the document discovery pattern.

  3. Select an option to indicate where to add the new file part.

    • Add Left - Adds the new file part to the left of the selected file part.

    • Add Right - Adds the new file part to the right of the selected file part.

  4. Click Accept Changes .

    SHARED Tip If you want to abandon the changes, click Reject Changes .

    The file parts that are created manually or that result from splitting a file part do not appear on the Document Name Parts page. You need to add these parts to the document name by selecting the DNS item of the part while adding a new file part.

  5. Choose one of the following options from the list in the newly added file part:

    • Document Naming System items - Select the document naming system item related to file parts in the document discovery pattern that do not exist in the document pattern.

    • Constant - Select this option to add a constant value in the document name.

    • Parent Directory Name - Select this option to populate the folder name of the selected file pattern in the document name.

    • Parent-Parent Directory Name - Select this option to populate the parent folder name of the folder from which the file pattern is selected in the document name.

    SHARED Tip You can select one or more file parts, and click Delete Part to delete the selected file parts.

  6. Rearrange the document name parts as necessary to get the required document name pattern using a drag-and-drop operation.

    SHARED Tip Click Generate Example Document Name to update the example document pattern.

  7. Click Close to close the Document Name Parts page.

  8. Click Save to save the document discovery pattern.

  9. In the Create Document Discovery Pattern page, type a Name and Description for the document discovery pattern.

  10. Click OK to save the document discovery pattern.

  • A value for the constant file part is required.

  • Separators, as defined in the separator list, and the | character are not allowed as values for constants in a file part.

  • Any value other than Not Set must be defined for all separators.

  • The parent folder name of a selected file pattern can be appended as a document name part.

  • The Document Naming System item list in the document name part displays the DNS items that are not defined for other document name parts. The DNS items that are defined as constants are also displayed in the list.